{"id":1117,"date":"2026-03-17T12:55:19","date_gmt":"2026-03-17T16:55:19","guid":{"rendered":"https:\/\/shoppluginswordpress.com\/product\/gravity-forms-salesforce-add-on-crm-integration-plugin-for-wordpress-1-1-1\/"},"modified":"2026-03-25T14:56:38","modified_gmt":"2026-03-25T18:56:38","slug":"gravity-forms-salesforce-add-on-crm-integration-plugin-for-wordpress-1-1-1","status":"publish","type":"product","link":"https:\/\/shoppluginswordpress.com\/esp\/product\/gravity-forms-salesforce-add-on-crm-integration-plugin-for-wordpress-1-1-1\/","title":{"rendered":"Gravity Forms Salesforce Add-On \u2013 CRM Integration Plugin for WordPress 1.1.1"},"content":{"rendered":"
The\u00a0Gravity Forms Salesforce Add-On<\/span><\/span>\u00a0is an official extension that integrates Gravity Forms with the Salesforce CRM platform, allowing you to automatically send form submission data to create or update leads, contacts, accounts, and other objects in Salesforce.\u00a0<\/span><\/div>\n
<\/div>\n
Key Features<\/div>\n
    \n
  • Automatic Data Transfer:<\/span>\u00a0Form submissions from your WordPress site are sent in real-time to your Salesforce account.<\/span><\/li>\n
  • Object Support:<\/span>\u00a0You can create or update various\u00a0Salesforce objects<\/span>\u00a0including Leads, Contacts, Accounts, Cases, and custom objects.<\/span><\/li>\n
  • Field Mapping:<\/span>\u00a0The add-on allows for detailed field mapping between your Gravity Forms fields and corresponding Salesforce fields, including standard and\u00a0custom fields<\/span>.<\/span><\/li>\n
  • Duplicate Prevention:<\/span>\u00a0An option to update existing records helps avoid creating redundant entries in your CRM.<\/span><\/li>\n
  • Conditional Logic:<\/span>\u00a0You can use conditional logic to filter which form submissions are sent to Salesforce.<\/span><\/li>\n
  • API Connection:<\/span>\u00a0The integration uses the Salesforce API for secure and reliable data transfer, and a connection verification tool is available to ensure your Salesforce account has the necessary API access.<\/span><\/li>\n
  • File Attachments:<\/span>\u00a0The add-on supports uploading file attachments from forms directly to the “Files” section of a Salesforce record.<\/span>\u00a0<\/span><\/span><\/span><\/li>\n<\/ul>\n
    <\/div>\n
    Requirements<\/div>\n
    To use the official\u00a0Gravity Forms Salesforce Add-On<\/span>, you need:<\/div>\n
      \n
    • An active WordPress installation with the\u00a0Gravity Forms plugin<\/span>\u00a0installed.<\/span><\/li>\n
    • A\u00a0Gravity Forms Elite license<\/span>\u00a0or a relevant legacy plan (Developer\/Nonprofit).<\/span><\/li>\n
    • An active Salesforce account with\u00a0API access<\/span>\u00a0enabled, which can be verified using the\u00a0Salesforce Connection Verification Tool<\/span>.<\/span>\u00a0<\/span><\/span><\/span><\/li>\n<\/ul>\n
      <\/div>\n
      Setup Process<\/div>\n
        \n
      1. Install<\/span>\u00a0the Salesforce Add-On from your WordPress dashboard.<\/span><\/li>\n
      2. Connect<\/span>\u00a0your Gravity Forms installation to your Salesforce account via OAuth 2.0 or manual configuration.<\/span><\/li>\n
      3. Create a Feed<\/span>\u00a0within your specific form settings to define which data to send and to which Salesforce object.<\/span><\/li>\n
      4. Map Fields<\/span>\u00a0between your form and Salesforce.<\/span><\/li>\n
      5. Test<\/span>\u00a0the integration by submitting a form to ensure data flows correctly into Salesforce.<\/span>\u00a0<\/span><\/span><\/span><\/li>\n<\/ol>\n
        Alternatively, third-party solutions like those offered by\u00a0<\/span>CRM Perks<\/span><\/span>,\u00a0<\/span>Obtain Code<\/span>,\u00a0<\/span>WP Fusion<\/span><\/span>, or general automation tools like\u00a0<\/span>Zapier<\/span>\u00a0can also connect Gravity Forms with Salesforce.<\/span>\u00a0<\/span><\/div>","protected":false},"excerpt":{"rendered":"

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